Business Associate, Financial Analyst

Lyra Technology Group is a p rivate e quity-backed holding company that invests in and operates industry leading technology service businesses. Our companies are operated independently by exceptional management teams. Companies that join our group retain the employees, name, and culture that have made them successful. As a platform of Evergreen Services Group , we never divest from businesses we partner with and approach every decision with the goal of driving sustainable and healthy growth over the long term.

Lyra Technology Group is seeking an Associate to support our M&A integration, value creation, and portfolio operations. The Associate is a hybrid role, sitting close enough to deal and portfolio work to drive real analysis, and close enough to firm leadership to run the cadences, projects, and communications that keep the platform moving. This is not a role for someone who wants to stay in a single lane.

The person in this seat builds the financial models, playbooks, and diligence materials behind prospective MSP acquisitions, tracks portfolio company performance and value creation progress across our operating companies, and also owns the operating rhythm of the leadership team: board materials, cross-functional projects, and the follow-through that turns strategy into execution. Unlike a traditional senior analyst, the mandate extends beyond the numbers into judgment calls about priority and process, and the responsibilities often align closely with those of an executive operations or leadership support function.

The role stays hands‑on with the underlying financial and operational analysis rather than delegating it. Beyond any single project, the Associate is a force multiplier for the leadership team: whatever needs rigor, structure, or a fast turnaround lands on this desk.

You will own…

Diligence, Integration, and Value Creation

• Build and maintain financial models for prospective MSP acquisitions, including valuation, synergy, and return analysis, and develop value creation plans that track progress against the investment thesis post‑close.
• Lead diligence and post‑merger integration work streams on target companies, financial, operational, and technical, coordinating with outside advisors and internal stakeholders to keep timelines on track.
• Synthesize market research on the MSP landscape, competitive dynamics, and acquisition themes to sharpen where the platform should be spending its time.
• Prepare investment committee materials and present findings directly to leadership rather than simply handing off a model.
• Track financial and operational KPIs across our operating companies, flagging trends that need leadership attention before they become problems.
• Partner with operating company leadership on budgeting, forecasting, and ad‑hoc analysis that supports their decision‑making.
• Support integration planning and execution for newly acquired companies, translating diligence findings into a concrete first‑100‑days plan.

Executive and Leadership Operations

• Own the operating rhythm for the executive team: board meeting prep, leadership offsites, and the cadence of recurring reviews.
• Run cross‑functional projects end to end: translate leadership priorities into work streams with owners and deadlines, and hold the room accountable for follow‑through.
• Draft board decks, investor updates, and internal communications that represent leadership's thinking accurately and clearly.
• Act as a trusted extension of leadership: triage what lands on their desk, prepare them for high‑stakes meetings, and represent their priorities in rooms they can't be in.

Reporting, Analytics, and Process

• Build the systems, templates, and trackers that make investment and portfolio reporting repeatable rather than reinvented…